Craig McCormick
Partner, Senior Wealth Advisor @ Renaissance | CPA, CFP
- Role
- Partner, Senior Wealth Advisor at Renaissance Wealth Management Bn Llc
- Location
- Bloomington, IL, US
- LinkedIn followers
- 500 followers
About Craig McCormick
As a partner and senior wealth advisor at Renaissance Wealth Management, I leverage my CPA and CFP credentials and over 10 years of experience to provide comprehensive financial planning and investment advisory services to individuals, families, and businesses. I specialize in helping clients prepare for the retirement lifestyle they desire, as well as navigate the complex and evolving financial landscape.My mission is to educate, empower, and support my clients in making informed and confident financial decisions that align with their goals and values. I pride myself on being a trusted and unbiased partner who delivers personalized and transparent advice and solutions. I also enjoy working with a team of dedicated and experienced professionals who share my passion for excellence and client satisfaction.Address: 1 Brickyard Drive, Suite 201, Bloomington, IL 61701Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Cetera Advisor Networks LLC is under separate ownership from any other named entity.
Experience
Partner, Senior Wealth Advisor
Renaissance Wealth Management Bn Llc
Dec 2021 — Present · Bloomington, IL, US
Investment Advisor Representative offering advisory services and securities through Cetera Advisor Networks LLC, a Broker-Dealer and Registered Investment Advisor, Member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
Education
Marine Corps University
Command and Staff College
2021 — 2023
Northwestern University
School of Professional Studies, Certified Financial Planner
2020 — 2020
Millikin University
Bachelor’s Degree, Accounting, Finance
2005 — 2010
Ulster University
International Business
2008 — 2009
Marine Corps University
Expeditionary Warfare School
2018 — 2020
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